Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
15March 2019

Will Taxes for 2018 really be simplified?

March 15th, 2019|

It depends.   Generally, I would say that for those whose returns were simple last year it is still simple, and for those whom have a lot going on, still have a lot going on. There will be a migration of people into the simple category so one could say technically there are ‘more’ simple tax returns than last year – but it is totally inaccurate to say that tax [...]

14March 2019

Business Deadline is Here!

March 14th, 2019|

Tomorrow is the Business filing deadline for Partnerships and S-Corps. If you have not already filed your taxes, contact us and we will file an extension for you at no charge! Let us save your time, save your dime and get peace of mind.

11March 2019

The 3 Most Common Mistakes in Preparing Your Own Taxes

March 11th, 2019|

None of us are perfect and we all make mistakes. Many mistakes are made simply due to insufficient information, or information not easily understood. Here I’ll explain the 3 most common mistakes we see on self-prepared tax returns. They are marital status, business deductions, and kids with jobs. Marital status: Your marital status for federal income tax purposes is determined for the entire year, on December 31. You may have [...]

4March 2019

5 Quick Tips To Prepare For Your Taxes

March 4th, 2019|

If you’re anything like me, you love practical solutions to your problems. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you prepare during the entire year for a tax return you know you’ll eventually have to file.   Beginning and ending mileage Set an annually recurring alarm on your smart phone for [...]

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